A clear picture of the impact our services can have on your financial future.
WBC utilizes the Two Economic Powers™ approach in personal planning. This approach identifies and incorporates the foundational powers of personal finance that were always meant to work together in proper balance for efficient accumulation and distribution of money.
To help ensure you continue to achieve your goals in the next stage of your life, our personalized approach to retirement planning incorporates
- Income distribution planning
- Investment management strategies
- Social Security filing options analysis and education
- Health care planning
- Long-term care planning
- Estate planning and risk management
Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney, and/or CPA. Consult them for specific advice on legal and tax matters.
Think You Saw It Coming? How Hindsight Bias Limits Your Ability To Learn
Also referred to as the “knew-it-all-along” effect, this common cognitive bias causes us to perceive past events as having been more predictable than they actually were.
America’s Inflation Fight Is Ending, but It’s Leaving a Legacy
As inflation cools and the Federal Reserve cuts rates, an era of economic upheaval is coming to a close, but not without lingering marks.
Should You Give Away An Inheritance While You’re Still Alive?
Many people plan to leave an inheritance for their loved ones, but a growing number are considering gifting assets while they’re still alive. This decision comes with both emotional and financial factors . Let’s explore the pros and cons to help you decide whether...
Baby boomers have a ton of their wealth tied up in stocks and housing. Here’s why that’s a risk to the economy.
Baby boomers' wealth is an "underappreciated" risk to the economy, a portfolio manager told Business Insider. That's because they could be heavily impacted by swings in stock and home prices. A mild correction in either market could lead boomers to pull back on...
This 5-second walking test can tell you how well you’re aging
It only takes about five seconds to get a sense of how well you're aging.
Financial Fraud Targeting Aging Parents Is Organized Crime
Multi-national organized networks of criminals know how to get to vulnerable people. Learn how to stop them.
A Gen Xer shares the saving strategy that grew his net worth from $50,000 to $1 million in 15 years
A Gen Xer grew his net worth from $50,000 to $1 million in 15 years and hopes to retire by age 60. He said landing a six-figure job and saving 50% of his income made his financial goal possible. He shared how he approaches saving and investing — and when he's let...
The Yield Curve Is Disinverting. Why Should I Care?
The US Treasury yield curve has a long history of raising alarms among investors and economists. That’s mostly because when it’s flipped upside down from its usual upward slope in what’s called an inversion, traders start getting anxious about the health of the...
Fed’s high-rates era handed $1tn windfall to US banks
Lenders charged more for loans but kept interest payments to savers down, Financial Times analysis finds.
After jumbo Fed rate cut, market hopes ride on U.S. soft landing
One of the most consequential Federal Reserve meetings in recent history has put investors’ focus squarely on one question: whether the central bank has kicked off its rate cutting cycle in time to keep the economy from slowing too rapidly.
Stocks Have Had a Record Run This Year. What’s in Store for the 4th Quarter?
The fourth quarter is historically a strong one for stocks, and analysts—despite noting the likelihood of elevated volatility—are broadly optimistic about the outlook.
Stocks Soar To New Highs
An unexpectedly aggressive rate cut by the Federal Reserve helped propel stocks higher on Thursday. However, a warning from FedEx could dampen the enthusiasm.